Financial Advising near Lynnfield, MA
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13 locations found near Lynnfield
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99 Walnut St Suite E, Saugus MA 01906
“I have been using these people for 30 years ! They have always gone above and beyond what is needed to get the job done in a timely and efficient manner. They have Always been able to communicate with the federal and state authorities when needed for taxes and general procedure. I recommend this company to anybody who needs a competent ,honest and hard-working partnership in business and personal accounting services.”
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599 North Ave, Wakefield MA 01880
“I love the savings bank it has 2 locations in Wakefield one on Main Street in the center of town the other on North ave this 1 has a drive-through I prefer the drive-through it is always a very easy transaction The customer service is also amazing oh amazing as well I called you call the location on North ave because I habecause I had unauthorized authorized debits That needed to be recredited to my account everything was was set up for me and All I had to do was sign a piece of paper and the money was put back into my account I am very happy with this bank”
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280 Main St, North Reading MA 01864
“I've had my taxes done here for over a decade. They've always been courteous, helpful, and insightful in figuring out ways to maximize my return. I would recommend them to anyone”
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300 Brickstone Square Suite 201, Andover MA 01810
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99 Walnut St, Saugus MA 01906
“Thanks so much for helping me through all the years. I always have great experience with Kristen and her team. Having her help on taxes helping my life so much easier and relief the stress.”
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2 Elm Square Suite 201, Andover MA 01810
“I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.”
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475 Western Ave, Lynn MA 01904
“I've been here for 3 generations now and this place is the easiest to get what I need done. The people are fast and quick to help and never feel pressured.”
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45 Windkist Farm Rd, North Andover MA 01845
“Working with Quentara was absolutely wonderful. Her time and attention made us feel like million dollar clients. We are certainly not million dollar clients, just a regular family looking for support with budgeting and financial planning. Thank you Quentara!”
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200 Revere Beach Pkwy, Chelsea MA 02150
“This has been my bank for years. Proud member. Excellent customer service great benefits and very helpful when I have questions & in doubt. Big thanks to Wafaa the branch manager for always taking care of my banking needs & the rest of the staff.”
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71 Station Landing, Medford MA 02155
“I been with this bank more the 18 yrs now really don't have any complaints they are exceptional as far is customer service goes you just gotta know the rights people s to talk too”
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108 Main St, Melrose MA 02176
“Maria Vasquez was excellent. Very professional and very pleasant. She help me and my boyfriend open a savings account for his daughter. She answered all our questions. We always have excellent service at Metro Credit Union.”
